We advise you based on what we would do, were we in your shoes, given what we know.
You seek a long term relationship with a wealth adviser. We want to work with you over the long term.
We have been providing a complete wealth advice service since 2001. We are independent wealth and later life finance advisers.
Look in Booms & Busts Reports for how we approached wealth management over recent months and years, and advised our clients.
Take a walk through the site. Then decide if you would like to speak to us, with no obligation. Truly, we can help you to achieve your goals. We do this for clients every day. See, on the right, what wonderful things our clients have said about us.
Client Investment Portfolio Performance from 1 January 2016
Typical client investment portfolio* (net of all fees) 79% v RPI 38%.
To the end of the most recent quarter. (Chart produced 2 January 2023. Data from Morningstar.)
The primary objective is 5-6% net pa capital growth (commensurate with investment portfolios' returns over the last four plus decades). The next objective is to grow capital above annual inflation, over the medium term, where inflation is defined by the UK Retail Price Index. So, to grow Purchasing Power.
Capital is at risk in investing in stocks and shares' funds. The value of your investments can fall or rise. You could get back less than you invested.
Past performance is not a reliable indicator of future results.
* A 'typical client investment portfolio' of a Jonathan Davis Wealth Management client has a capital growth objective, accepts potentially high volatility^, and has an investment risk profile classed as Speculative.
^ NB Volatility does not mean down. It means movement size... which can be down or up.
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Contact us to see how we can help you:
Telephone: 0345 862 2919 or email Jonathan directly by clicking on: email@example.com
After a brief discussion, once we are sure we can help, we will arrange to meet with you, with no-obligation on your part. Our in-depth Discovery meetings normally last around 2 hours. We will review your arrangements and make appropriate comment, as well as say what we would advise. We will then write with service proposals and costs. Then you decide if you wish to instruct us to work for you.